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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,275 | $93,346+43.8% | $71,796+87.0% | $273,972-51.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.58% | 130.39%-122.8pp | 78.04%-70.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $5,640 | $2,733+106.3% | $1,924+193.1% | $4,869+15.8% |
| Participant deferral / active EE | $10,427 | $3,475+200.0% | $2,794+273.1% | $5,287+97.2% |
| Admin fee / account holder | $1,779 | $6,571-72.9% | $4,815-63.0% | $10,133-82.4% |